Private Client Advisor / Wealth Advisor /Investment Specialist

Job summary

The role involves pure asset gathering through consultative meetings with potential investors to identify their financial goals. After closing deals, a relationship management team takes over the client management.

Job details

Position: Private Client Advisor / Wealth Advisor / Investment Specialist Location: BC - AB REMOTE Salary: $180,000 -$250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services /Wealth Management Company Overview Our client’s primary goal is to help those achieve their investment goals through personalized investment management. Our client is one of the worlds largest privately held, fee-only global money managers. They are established, successful, respected and aggressively growing in the Canadian market. Role Overview This is a dream opportunity for the experienced “hunter” who loves to sell. This unique business model offers a “top-down” approach to business and will have you do what you do best – sales. Working remotely and on your own schedule, you’ll have an incredible back office for steady support, a relationship management team that will handle the account and clients after sale, and superior leadership (the best in the biz) at your fingertips for ongoing support and collaboration. Responsibilities Pure Asset gathering. You will receive a continuous list of warm, pre-qualified leads. No cold calling, no product selling. Discovery calls, presentations and analysis. You will conduct consultative meetings with potential investors identifying their financial goals. Present value propositions to high net worth individuals and close the deal. From there the relationship management team takes over and you’re on to the next! Qualifications CIM or CFA with an active Basic Securities licence (Dealing Representative) through IIROC 5+ years experience selling financial services /investment products including stocks to HNW individuals Quantifiable track record of sales successes and a passion for high volume phone calls and in person or video meetings. Tech-savvy communicator skilled in various computer softwares and cloud-based tools. Superior communication and presentation skills. Why Apply? This is a dream job for those who want to sell and not be bogged down by the “after-maintenance” of the deal. Do what you do best and close qualified leads, and move on. This model enables you to reach the uncapped earning potential of your dreams. You will receive intense and thorough training, on-going support and a continuous flow of warm leads. Sound awesome?? Let’s chat ASAP! JOB ID: # 16815757 TSSHP,

What you’ll do

The role involves pure asset gathering through consultative meetings with potential investors to identify their financial goals. After closing deals, a relationship management team takes over the client management.

Requirements

Candidates must have a CIM or CFA with an active Basic Securities licence and at least 5 years of experience selling financial services to high net worth individuals. A quantifiable track record of sales success and strong communication skills are also required.

Benefits

• Career Growth

Listed skills

• Organization · Preferred
• Training · Preferred
• Leadership · Preferred
• Client · Preferred
• management · Preferred
• Sales · Preferred
• Communication · Preferred
• maintenance · Preferred
• Communication Skills · Preferred
• Strong communication skills · Preferred
• Cold Calling · Preferred
• Strong Communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Sales
• Investment Management
• Financial Services
• Consultative Meetings
• Communication
• Presentation Skills
• Tech-Savvy
• Relationship Management

Job areas

• Finance & Accounting
• Sales

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